Civic Intelligence

Carmichael Elks Charity

EIN 87-1858125 • 501(c)3 • Carmichael, CA

Profile

Provide educational scholarships to youths.

5631 Cypress AvenueCarmichael, CA 95608

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

70th percentile

0.02x

Higher debt load relative to assets than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

94th percentile

0.91x

Higher debt load relative to revenue than 94% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

2nd percentile

-3272%

Higher net margin than 2% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

22nd percentile

-44%

Faster asset growth than 22% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$9,298

Down $7,198 (-44%) from 2024

Liabilities

Flat

$200

Flat from 2024

Net Assets

Down

$9,098

Down $7,198 (-44%) from 2024

Operations
Liabilities / Revenue94th percentileNet Margin2nd percentile

Revenue

$220

No earlier filing loaded for comparison.

Expenses

Up

$7,418

Up $2,341 (+46%) from 2024

Net Income

-$7,198

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2022: $0Net Assets 2022: $02022Assets 2023: $21,573Liabilities 2023: $200Net Assets 2023: $21,3732023Assets 2024: $16,496Liabilities 2024: $200Net Assets 2024: $16,2962024Assets 2025: $9,298Liabilities 2025: $200Net Assets 2025: $9,0982025

Highlighted filing

2025

Assets$9,298
Liabilities$200
Net Assets$9,098
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KExpenses 2022: $302022Revenue 2023: $54,221Expenses 2023: $33,912Net Income 2023: $20,3092023Expenses 2024: $5,0772024Revenue 2025: $220Expenses 2025: $7,418Net Income 2025: -$7,1982025

Highlighted filing

2025

Revenue$220
Expenses$7,418
Net Income-$7,198
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,298
Liabilities
$200
Net assets
$9,098
Revenue
$220
Expenses
$7,418
Net income
-$7,198
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.30$0.20$9.10$0.22$7.42$7.20
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.5$0.20$16.3$5.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.6$0.20$21.4$54.2$33.9$20.3
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Sep 30, 2025
Return Version
2024v5.0
Gross Receipts
$220
Mission and Program Overview

Mission

Provide educational scholarships to youths.

Program Services

DescriptionGrantsExpenses
PROVIDE EDUCATIONAL SCHOLARSHIPS TO YOUTHS.-$7,418
PROVIDE EDUCATIONAL SCHOLARSHIPS TO YOUTHS.--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARC SUMNERExalted Rule-$0--
JIM WARWICKLoyal Knight-$0--
DIANE BRISTOWSecretary-$0--
REGINA DEVINETreasurer-$0--
RON BROWNLeading Knig-$0--
LYNN MAHONEYLecturing Kn-$0--
BRUCE BARSTISTrustee-$0--
BILL BELLETrustee-$0--
THERESA GOLDSMITHTrustee-$0--
DAVE WILLISTrustee-$0--
BARBARA TERRYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Carmichael Elks Charity
EIN
87-1858125
Phone
9164892103
Address
5631 CYPRESS AVENUE, CARMICHAEL, CA 95608

Signing Officer

Name
Marc Sumner
Title
Exalted Ruler
Phone
9164892103
Signed
2025-09-30

Preparer

Firm
A J Holt Inc
Address
4209 W MAGNOLIA BLVD, BURBANK, CA 91505-2726
Preparer
William a Holt Ea
Phone
8188454228
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Table rentals 220 total 220”

Form 990-ez, Part I, Line 16

“Expenses credit card fees 503 miscellaneous 25 pos equipment rental 995 other local charities 4,150 total 5,673”

Form 990-ez, Part II, Line 26

“VETERANS CHARITY 200 200”

Form 990-ez, Part III, Line 31

“Provide educational scholarships to youths.”

Raw XML Appendix159 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0REGINA DEVINE
IRS990EZ/BooksInCareOfDetail/PhoneNum09162834361
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05631 CYPRESS AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARMICHAEL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095608
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016496
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09298
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7198
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01745
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016496
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09298
IRS990EZ/GrossReceiptsAmt0220
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016296
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09098
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016296
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09098
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt9000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARC SUMNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JIM WARWICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DIANE BRISTOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3REGINA DEVINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RON BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LYNN MAHONEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BRUCE BARSTIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BILL BELLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8THERESA GOLDSMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9DAVE WILLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10BARBARA TERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXALTED RULE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1LOYAL KNIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4LEADING KNIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5LECTURING KN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05673
IRS990EZ/OtherRevenueTotalAmt0220
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE EDUCATIONAL SCHOLARSHIPS TO YOUTHS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE EDUCATIONAL SCHOLARSHIPS TO YOUTHS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDE EDUCATIONAL SCHOLARSHIPS TO YOUTHS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07418
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0200
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0200
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07418
IRS990EZ/TotalProgramServiceExpensesAmt07418
IRS990EZ/TotalRevenueAmt0220
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0220
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt054221
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt054441
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt054442
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0220
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt054221
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/Total509Grp/TotalAmt054442
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0220
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt054221
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt054442
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TABLE RENTALS 220 TOTAL 220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES CREDIT CARD FEES 503 MISCELLANEOUS 25 POS EQUIPMENT RENTAL 995 OTHER LOCAL CHARITIES 4,150 TOTAL 5,673
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2VETERANS CHARITY 200 200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROVIDE EDUCATIONAL SCHOLARSHIPS TO YOUTHS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARC SUMNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXALTED RULER
ReturnHeader/BusinessOfficerGrp/PhoneNum09164892103
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARMICHAEL ELKS CHARITY
ReturnHeader/Filer/BusinessNameControlTxt0CARM
ReturnHeader/Filer/EIN0871858125
ReturnHeader/Filer/PhoneNum09164892103
ReturnHeader/Filer/USAddress/AddressLine1Txt05631 CYPRESS AVENUE
ReturnHeader/Filer/USAddress/CityNm0CARMICHAEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095608
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954112352
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0A J HOLT INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04209 W MAGNOLIA BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BURBANK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0915052726
ReturnHeader/PreparerPersonGrp/PhoneNum08188454228
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM A HOLT EA
ReturnHeader/ReturnTs02025-10-21T19:45:43-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-04-01
ReturnHeader/TaxPeriodEndDt02025-03-31
ReturnHeader/TaxYr02024

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